Quotation Manager
Manual for Users
eCargo is a web based published rates software designed by the best minds in the industry to provide you with an enhanced service where you can gain instant access to real time air freight rates. You no longer have to rely on offline rates and can get instant air freight rates with lightning fast speed.
We have created a new module for quotation management. Please follow the document to understand how you can use it.
Menu Links
Create New Quote Request
In the Quotation Listing page click “New Quotation” button at the bottom of list.
We can see a new page with a request form.
Assigning a Shipper/Client to a quotation is important because once you receive quotes from multiple parties, you can forward the same to the client with your own charges and markup.
Preview Quote Button
Please click the continue button to add a quote to the list and it will send emails to selected agents and airlines.
Sample Email received by an agent or airline staff:
When creating a request system create a mail and send it to the agent and airline staff where we specified the request.
Quotation Listing
“Quote Manager +” => “Quotation List” Link:
We can see all quotation requests here. Providing a filter facility to find a quotation or group of quotations.
Providing action buttons for more details and copy quotation.
View details of quotation
Please click on “View Quote – Folder Icon” to open details of quotations and to check if you have received new quotes from airlines or agents.
This page will show you quotes received from agents/airlines. You can see all quotes, compare.
You have the option to accept the quote from the agent/airline. Once accepted, agents can not make changes in it.
View received quotations
If you click the “View Quote icon” on the action column, a popup will appear with all details of the quote submitted by agent/airline.
You can accept and print the quotation from this popup.
Send quotation to Client
You can send a quotation to the client from the quotation detail page by clicking the specified link.
It will provide the given form. You can send a received quote to your shipper after adding your margin and other charges.
Above screenshot explains that procedure. After the client accepts a quotation that you sent, you can’t edit or send new quotation for the specific destination in that quote request.
Print Quotation
You can print quotations from the request detail page.
and from quotation detail view popup window
The output printable A4 sized pdf document will open in a new tab. You can print, save, or mail to any one. Print sample given below
Accepted Quotations
After accepting the quotation the icons in the action column will change as follows.
Not accepted
Accepted the quotation
Here the icon means Client accepted the quotation. After the client accepts the quotation send icon will hide, that is you can't add or change new quotations against that requested destination.
Action Log
Listing all quotation request related actions like request quotation, accept quotation etc with time of action done.
Quotation Expiry
Quotation request will expire on the date of execution specified on request. After expiry agents can’t create or update quotations. For a quotation it automatically expires after specified days by agent or expires mentioned date with quotation.
Master managers
We provide master manages to manage Quotation Agents, Airline Staff, and Clients details and contact informations.
Airline manager
Listing will provide all airlines you added.
You can create new contact with button or edit information with edit button.
Agent manager
Listing will provide all agents you added.
You can create new contact with button or edit information with edit button.
Client manager
Listing will provide all clients you added.
You can create new contact with button or edit information with edit button.